AstraZeneca PLC
AZN- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000901832
In the last 90 days, AstraZeneca PLC insiders filed 1 open-market purchase and 0 sales; 1,511 institutions reported holding it in 13F filings for Q2 2026, worth $151.3B in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in AstraZeneca PLC as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 968
- −32 vs. Q2 2022
- Shares held
- 515.7M
- −12.8M (−2.4%) vs. Q2 2022
- Total value
- $28.3B
- −$6.64B (−19.0%) vs. Q2 2022
- New holders
- 80
- 381 more added
- Sold out
- 112
- 318 more reduced
19 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AZN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,511 | $151.3B |
| Q1 2026 | 1,389 | $148.4B |
| Q4 2025 | 1,410 | $46.4B |
| Q3 2025 | 1,292 | $37.9B |
| Q2 2025 | 1,223 | $34.7B |
| Q1 2025 | 1,251 | $37.0B |
| Q4 2024 | 1,222 | $33.7B |
| Q3 2024 | 1,230 | $39.1B |
| Q2 2024 | 1,213 | $39.0B |
| Q1 2024 | 1,141 | $33.8B |
| Q4 2023 | 1,131 | $33.2B |
| Q3 2023 | 1,075 | $33.7B |
| Q2 2023 | 1,093 | $35.4B |
| Q1 2023 | 1,057 | $35.0B |
| Q4 2022 | 1,063 | $34.2B |
| Q3 2022 | 968 | $28.3B |
| Q2 2022 | 1,019 | $34.9B |
| Q1 2022 | 984 | $34.3B |
| Q4 2021 | 952 | $29.4B |
| Q3 2021 | 911 | $31.1B |
| Q2 2021 | 772 | $26.1B |
| Q1 2021 | 757 | $20.4B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding AstraZeneca PLC; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RB Capital Management, LLC | 11,690 | $641.0K | 0.25% | +2,064+21.4% | Added |
| IHT Wealth Management, LLC | 11,703 | $642.0K | 0.05% | +2,031+21.0% | Added |
| Beacon Pointe Advisors, LLC | 11,897 | $650.0K | 0.01% | −255−2.1% | Reduced |
| Sittner & Nelson, LLC | 11,874 | $651.0K | 0.44% | +40.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,892 | $652.0K | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 11,897 | $652.4K | 0.05% | −203−1.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 11,991 | $657.6K | 0.21% | +1,031+9.4% | Added |
| Ellevest, Inc. | 12,121 | $665.0K | 0.06% | −3,170−20.7% | Reduced |
| Flaharty Asset Management, LLC | 12,124 | $665.0K | 0.14% | −110−0.9% | Reduced |
| Sequoia Financial Advisors, LLC | 12,193 | $669.0K | 0.02% | −4,827−28.4% | Reduced |
| HBK Sorce Advisory LLC | 13,321 | $672.0K | 0.05% | +1,969+17.3% | Added |
| Eqis Capital Management, Inc. | 12,385 | $679.2K | 0.08% | −1,143−8.4% | Reduced |
| Stockman Wealth Management, Inc. | 12,400 | $680.0K | 0.18% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 12,464 | $683.0K | 0.06% | −114−0.9% | Reduced |
| RMB Capital Management, LLC | 12,509 | $686.0K | 0.03% | +578+4.8% | Added |
| Lido Advisors, LLC | 12,534 | $686.0K | 0.01% | +2,223+21.6% | Added |
| Grandfield & Dodd, LLC | 12,665 | $690.0K | 0.06% | −493−3.7% | Reduced |
| Moser Wealth Advisors, LLC | 12,701 | $697.0K | 0.54% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12,748 | $699.0K | 0.04% | +3,495+37.8% | Added |
| First City Capital Management, Inc. | 12,843 | $704.0K | 0.46% | −100−0.8% | Reduced |
| Riverview Capital Advisers, LLC | 12,920 | $708.5K | 0.44% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 13,030 | $715.0K | 0.15% | −976−7.0% | Reduced |
| Caption Management, LLC | 13,065 | $716.0K | 0.13% | −8,935−40.6% | Reduced |
| True North Advisors, LLC | 13,100 | $718.0K | 0.24% | −79−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 13,123 | $719.0K | 0.03% | +409+3.2% | Added |
| Geneos Wealth Management Inc. | 13,204 | $724.0K | 0.05% | +232+1.8% | Added |
| Atlas Capital Advisors LLC | 13,244 | $726.3K | 0.13% | 00.0% | Unchanged |
| West Family Investments, Inc. | 13,275 | $728.0K | 0.31% | −1,604−10.8% | Reduced |
| Sigma Planning Corp | 13,370 | $733.0K | 0.03% | −747−5.3% | Reduced |
| Confluence Wealth Services, Inc. | 13,459 | $738.0K | 0.31% | −715−5.0% | Reduced |
| 9258 Wealth Management, LLC | 13,550 | $743.0K | 0.19% | −1,061−7.3% | Reduced |
| ACG Wealth | 13,629 | $747.0K | 0.17% | −13,005−48.8% | Reduced |
| Hohimer Wealth Management, LLC | 13,632 | $748.0K | 0.24% | −368−2.6% | Reduced |
| Marotta Asset Management | 13,654 | $748.8K | 0.20% | −66−0.5% | Reduced |
| Umb Bank N A | 13,662 | $749.0K | 0.01% | +192+1.4% | Added |
| Tru Independence Asset Management 2, LLC | 13,651 | $749.0K | 0.80% | +9,732+248.3% | Added |
| BSW Wealth Partners | 13,805 | $757.0K | 0.19% | +2,851+26.0% | Added |
| Dakota Wealth Management | 13,904 | $762.0K | 0.06% | +8,893+177.5% | Added |
| Stratos Wealth Partners, LTD. | 13,911 | $763.0K | 0.02% | −1,071−7.1% | Reduced |
| Dillon & Associates Inc | 13,950 | $767.0K | 0.18% | +3,303+31.0% | Added |
| Parallel Advisors, LLC | 14,050 | $770.0K | 0.04% | +2,600+22.7% | Added |
| Texas Yale Capital Corp. | 14,125 | $775.0K | 0.05% | +1,010+7.7% | Added |
| Allen Investment Management LLC | 14,254 | $782.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 14,370 | $788.0K | 0.05% | −943−6.2% | Reduced |
| WESPAC Advisors, LLC | 14,415 | $791.0K | 1.06% | −5,896−29.0% | Reduced |
| Fifth Third Bancorp | 14,491 | $795.0K | 0.00% | +7,123+96.7% | Added |
| Global Retirement Partners, LLC | 13,577 | $798.0K | 0.06% | +1,228+9.9% | Added |
| Howland Capital Management LLC | 14,566 | $799.0K | 0.05% | −27−0.2% | Reduced |
| Old National Bancorp | 14,741 | $809.0K | 0.03% | +2,771+23.1% | Added |
| First Hawaiian Bank | 14,816 | $813.0K | 0.03% | +592+4.2% | Added |
| Westport Asset Management Inc | 15,000 | $823.0K | 0.52% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 15,000 | $823.0K | 0.33% | 00.0% | Unchanged |
| Wealth Alliance | 15,080 | $827.0K | 0.16% | −477−3.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 15,092 | $828.0K | 0.02% | +34+0.2% | Added |
| Wedbush Securities Inc | 15,149 | $831.0K | 0.05% | −642−4.1% | Reduced |
| Paradigm Asset Management Co LLC | 8,100 | $831.7K | 0.28% | +1,200+17.4% | Added |
| Tiaa, FSB | 15,166 | $832.0K | 0.00% | −1,348−8.2% | Reduced |
| MAI Capital Management | 15,390 | $844.0K | 0.02% | +8,767+132.4% | Added |
| Wolverine Trading, LLC | 15,400 | $846.0K | 0.03% | +10,351+205.0% | Added |
| Bank of Hawaii | 15,442 | $847.0K | 0.06% | −11,841−43.4% | Reduced |
| Regentatlantic Capital LLC | 15,654 | $858.0K | 0.03% | −62−0.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 15,347 | $862.0K | 0.57% | +1,245+8.8% | Added |
| Advisory Services Network, LLC | 15,911 | $873.0K | 0.03% | +696+4.6% | Added |
| De Burlo Group Inc | 16,292 | $893.5K | 0.21% | +16,292 | New |
| Evergreen Capital Management LLC | 16,428 | $901.0K | 0.05% | +798+5.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 16,568 | $909.0K | 0.05% | +1,871+12.7% | Added |
| Personal Cfo Solutions, LLC | 16,599 | $910.0K | 0.23% | +16,599 | New |
| National Asset Management, Inc. | 16,599 | $911.0K | 0.03% | −2,222−11.8% | Reduced |
| Clarius Group, LLC | 16,645 | $913.0K | 0.09% | +1,014+6.5% | Added |
| Meridian Wealth Management, LLC | 16,644 | $913.0K | 0.10% | +8,594+106.8% | Added |
| Dorsey & Whitney Trust CO LLC | 16,747 | $918.0K | 0.10% | −543−3.1% | Reduced |
| Corient Capital Partners, LLC | 13,966 | $923.0K | 0.07% | +2,318+19.9% | Added |
| Lester Murray Antman dba SimplyRich | 16,930 | $928.0K | 0.42% | 00.0% | Unchanged |
| AE Wealth Management LLC | 16,976 | $931.0K | 0.01% | −1,262−6.9% | Reduced |
| Connacht Asset Management LP | 17,127 | $939.0K | 1.77% | −5,788−25.3% | Reduced |
| Oarsman Capital, Inc. | 17,140 | $940.0K | 0.50% | −250−1.4% | Reduced |
| Fragasso Group Inc. | 17,137 | $940.0K | 0.13% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 17,152 | $941.0K | 0.01% | +448+2.7% | Added |
| Carnegie Capital Asset Management, LLC | 17,152 | $941.0K | 0.04% | +665+4.0% | Added |
| SeaCrest Wealth Management, LLC | 17,186 | $942.0K | 0.14% | +467+2.8% | Added |
| Connable Office Inc | 17,225 | $945.0K | 0.15% | +17,225 | New |
| Mitchell Capital Management Co | 17,253 | $946.0K | 0.27% | −507−2.9% | Reduced |
| Advocate Group LLC | 17,243 | $946.0K | 0.23% | −260−1.5% | Reduced |
| Verdence Capital Advisors LLC | 17,436 | $956.0K | 0.13% | +757+4.5% | Added |
| Malaga Cove Capital, LLC | 17,443 | $957.0K | 0.55% | +3,669+26.6% | Added |
| Hanson & Doremus Investment Management | 17,519 | $961.0K | 0.25% | −567−3.1% | Reduced |
| Whittier Trust Co | 17,841 | $978.0K | 0.02% | +1,485+9.1% | Added |
| Marietta Investment Partners LLC | 16,062 | $980.0K | 0.29% | +99+0.6% | Added |
| Investors Asset Management of Georgia Inc | 17,890 | $981.0K | 0.51% | −100−0.6% | Reduced |
| Paragon Capital Management Inc | 18,250 | $1.00M | 0.98% | +9,631+111.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 18,300 | $1.00M | 0.19% | +1,928+11.8% | Added |
| Nomura Asset Management Co Ltd | 18,322 | $1.00M | 0.01% | −2,057−10.1% | Reduced |
| Commerce Bank | 18,331 | $1.01M | 0.01% | +287+1.6% | Added |
| 44 Wealth Management LLC | 18,463 | $1.01M | 0.42% | −824−4.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,468 | $1.01M | 0.58% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 18,587 | $1.02M | 0.31% | +1,858+11.1% | Added |
| Allspring Global Investments Holdings, LLC | 19,067 | $1.04M | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 19,118 | $1.05M | 0.18% | 00.0% | Unchanged |
| Prudential Financial Inc | 19,103 | $1.05M | 0.00% | +5,554+41.0% | Added |
| CPWM, LLC | 19,250 | $1.06M | 0.10% | −856−4.3% | Reduced |